Broker Check
Jeff Warnkin, CFP, CPA, NSSA

Jeff Warnkin, CFP, CPA, NSSA

Lead Advisor | Certified Financial Planner™ | Certified Public Accountant | National Social Security Advisor

Primary Roles: Estate, financial, and retirement income planning

Jeff is a 25-year veteran of the financial services industry. He is a Certified Public Accountant, Certified Financial Planner and National Social Security Advisor. These certifications, along with his extensive professional experience, uniquely position Jeff to assist families in conquering life’s biggest challenges. Jeff is a lifelong resident of Northeast Ohio currently residing in Avon, OH. He enjoys spending free time with his wife and three children and traveling.

Securities offered through MerCap Securities, LLC, Member FINRA/ SIPC and wholly-owned subsidiary of MerCap Enterprises, Inc Address: 40 Darby Road, Paoli, PA 19301 Phone: (877) 784-8021

The Certified Public Accountant (CPA) license is a certified public accountant who is licensed by a state board of accountancy. Ohio’s CPA designation is issued to qualified accountants who: (i) have passed 150 semester hours of education or earned a graduate degree; (ii) successfully complete the CPA examination; (iii) successful completion of professional standards and responsibilities course; (iv) gain one year of relevant work experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: education, examination, experience, and ethics, Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.